Price Book Builder Setup

Prerequisites

Setting Up the Price Book Builder

  1. Access FieldFX Back Office

  2. Switch to Salesforce Classic

  3. From Setup, enter "static" in the Quick Find box, then select Static Resources

  4. Complete one of the following:

    • If the en_US file displays in the list, proceed to step 11.

    • If the en_US file doesn’t display in the list, proceed to step 5.

  5. Download the en_US file

  6. Extract the file and save it to your local computer

  7. Move back to FieldFX Back Office

  8. Click New

  9. Complete the following:

    1. In Name, enter "en_US"

    2. In Cache Control, select "Public"

    3. Click Choose File

    4. Select the en_US file you downloaded

  10. Click Save

  11. Configure the Price Book Details fields

  12. Configure the Item grid

  13. Configure the Catalog Item picker

Price Book Details

Basics

The Price Book Details section displays basic price book information.

Screenshot of the price Book Details section

Selecting the Fields to Display

  1. Access FieldFX Back Office

  2. Switch to Salesforce Classic

  3. From Setup, enter "object" in the Quick Find box, then select Objects

  4. Click Price Book

  5. Under Compact Layouts, click New

  6. Complete the following:

    1. In Label, enter "Price Book Details"

    2. In Available Fields, select the fields to include

    3. Click Add

    4. In Selected Fields, change the order

    5. Click Save

  7. Click Compact Layout Assignment

  8. Complete the following:

    1. Click Edit Assignment

    2. In Primary Compact Layout, select "Price Book Details"

    3. Click Save

Item Grid

Fields

Basics

The Item grid displays the price book items in a price book.

Screenshot of the Configure Your Price Book section

Selecting the Fields to Display

  1. Access FieldFX Back Office

  2. Switch to Salesforce Classic

  3. From Setup, enter "object" in the Quick Find box, then select Objects

  4. Click Price Book Item

  5. Under Page Layouts, click Edit next to a page layout for FieldFX Back Office

  6. Change the fields

    To sort ticket items by sequence number, include the Sequence Number field on the Ticket Item Layout.

  7. Click Save

  8. Repeat steps 5 to 7 for other page layouts as needed

Configuring a Field to Display Read-Only

  1. Access FieldFX Back Office

  2. Switch to Salesforce Classic

  3. From Setup, enter "object" in the Quick Find box, then select Objects

  4. Click Price Book Item

  5. Under Custom Fields & Relationships, click the field name

  6. Click Set Field-Level Security

  7. Select Read-Only next to the user profiles on which to impose the read-only restriction

  8. Click Save

Fields use a combination of page layout and field-level security settings and the most restrictive field setting always applies.

For example, if you make a field required in the page layout security settings and read-only in the field-level security settings, the field displays read-only for the user profiles specified in the field-level security settings

Custom Lookups

Basics

  • The Custom Lookups feature improves how lookups work on the Item grid.

  • This powerful feature gives you the ability to:

    • Limit the records that display available in lookups

    • Define the fields that display in lookups

    • Define the fields analyzed for keyword searches in lookups

Examples

Contact Lookup

Here’s an example of how you can configure a Contact lookup.

Setting Value Impact

QueryFilter

(LastName=NULL OR LastName LIKE 'S%')

Only contacts with a blank last name or a last name starting with the letter "S" display available for selection.

QueryFields

FirstName, LastName, FX5__Office__r.Name

The listed fields display for contacts in search results.

KeywordSearchFields

LastName

Keyword searches analyze the last name of contacts.

OrderBy

LastName

Contacts sort in alphabetical order by last name.
Equipment Lookup

Here’s an example of how you can configure an Equipment lookup.

Setting Value Impact

QueryFilter

(FX5__Office__r.Name LIKE 'H%')

Only equipment linked to offices starting with the letter "H" displays available for selection.

QueryFields

Name, FX5__Description__c, FX5__Office__r.Name

The listed fields display for equipment in search results.

KeywordSearchFields

Name, FX5__Description__c

Keyword searches analyze the name and description of equipment.

OrderBy

Name

Equipment sorts in alphabetical order by name.

Configuring Custom Lookups

As an example, we will show you how to configure a Contact lookup.

  1. Add a CSF_Settings static resource:

    1. Open a text editor

    2. Enter the following to name the static resource:

      window.csf_settings = {

    3. Enter the identifying code for the Price Book Builder and Item grid:

      window.csf_settings = {
  pbb: {
    maingrid: {

    4. Enter the API name of the lookup:

      window.csf_settings = {
  pbb: {
    maingrid: {
      "Contact__c": {
        "Contact__c": {

    5. Enter a SOQL query to restrict the records that display available for selection in the lookup:

      window.csf_settings = {
  pbb: {
    maingrid: {
      "Contact__c": {
        "Contact__c": {
          "QueryFilter": "(LastName=NULL OR LastName LIKE 'S%')",

      Refer to the SOQL reference documentation for more information on how to write SOQL queries.

    6. Enter the fields to display for records in search results:

      window.csf_settings = {
  pbb: {
    maingrid: {
      "Contact__c": {
        "Contact__c": {
          "QueryFilter": "(LastName=NULL OR LastName LIKE 'S%')",
          "QueryFields": "FirstName, LastName, FX5__Office__r.Name",

      In this example, the First Name, Last Name, and Office fields display for records.

    7. Enter the fields to analyze in keyword searches:

      window.csf_settings = {
  pbb: {
    maingrid: {
      "Contact__c": {
        "Contact__c": {
          "QueryFilter": "(LastName=NULL OR LastName LIKE 'S%')",
          "QueryFields": "FirstName, LastName, FX5__Office__r.Name",
          "KeywordSearchFields": "LastName",

      In this example, keyword searches analyze values in the Last Name field.

    8. Enter the field by which to sort records:

      window.csf_settings = {
  pbb: {
    maingrid: {
      "Contact__c": {
        "Contact__c": {
          "QueryFilter": "(LastName=NULL OR LastName LIKE 'S%')",
          "QueryFields": "FirstName, LastName, FX5__Office__r.Name",
          "KeywordSearchFields": "LastName",
          "OrderBy": "LastName"

      In this example, records sort in alphabetical order by last name.

    9. Add braces { } to end the lookup configuration:

      window.csf_settings = {
  pbb: {
    maingrid: {
      "Contact__c": {
        "Contact__c": {
          "QueryFilter": "(LastName=NULL OR LastName LIKE 'S%')",
          "QueryFields": "FirstName, LastName, FX5__Office__r.Name",
          "KeywordSearchFields": "LastName",
          "OrderBy": "LastName"
        }
      }
    }
  }
};

      Every left brace { should have a matching right brace }.

    10. Save the file with "CSF_Settings" as the file name

  2. Upload the CSF_Settings file to FieldFX Back Office:

    1. Access FieldFX Back Office

    2. Switch to Salesforce Classic

    3. From Setup, enter "static" in the Quick Find box, then select Static Resources

    4. Click New

    5. In Name, enter "CSF_Settings"

    6. In Cache Control, select "Public"

    7. Click Choose File

    8. Select the CSF_Settings file

      When you upload a new CSF_Settings file, the lookup configurations in the new file replace any existing lookup configurations.

  3. Test the Contact lookup

    1. Open the Price Book Builder

    2. Open the Contact lookup

    3. Verify that the lookup works as configured

Catalog Item Picker

Search Results

Basics

  • Search results display at the bottom of the Catalog Item picker.

    Screenshot of pickable Catalog Item search results

  • You can add catalog items in the search results to a price book.

Selecting the Fields for Search Results

  1. Access FieldFX Back Office

  2. Switch to Salesforce Classic

  3. From Setup, enter "object" in the Quick Find box, then select Objects

  4. Click Catalog Item

  5. Under Search Layouts, click Edit next to Search Results

  6. Complete the following:

    1. In Available Fields, select the fields to include

    2. Click Add

    3. In Selected Fields, select the fields to remove

    4. Click Remove

    5. In Selected Fields, change the order

    6. Select Override the search result column customizations for all users

    7. Click Save

Picker Width

Basics

You can set the width of the Catalog Item picker to control how far it displays across the page.

Setting the Picker Width

  1. Access FieldFX Back Office

  2. Switch to Salesforce Classic

  3. From Setup, enter "custom setting" in the Quick Find box, then select Custom Settings

  4. Click Manage next to FX Settings

  5. Click Edit

  6. In PBItem Bldr CatalogItem Max FlyoutWidth, specify the picker’s width when it flies across the page

    Use a width between 500-1000.

  7. Click Save

Price Book Builder Button

Basics

The Price Book Builder button displays at the top of a price book in FieldFX Back Office.

Screenshot of a Price Book Builder button

Changing the Name of the Price Book Builder Button

  1. Access FieldFX Back Office

  2. Switch to Salesforce Classic

  3. From Setup, enter "translation" in the Quick Find box, then select Override

  4. In Package, select "FieldFX Base Package"

  5. In Language, select "English"

  6. In Setup Component, select "Button and Link Label"

  7. In Object, select "Price Book"

  8. Double-click the Button or Link Label Override column next to Price Book Builder

  9. Enter a new button name

  10. Click Save

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